Raymond James Financial Services Advisors
40yrs
Top advisor by experience in Lenexa
28yrs
Michael Haggerty has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Lenexa, Kansas. After 11 years at Cuso Financial Services and four years at Citigroup Global Markets, Michael joined Copper Financial in 2014, a firm offering financial planning, investment management, and selecting outside investment managers. Michael holds the CFP® designation.
One of 94 advisors with offices in Lenexa, and one of 85 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 8% by experience at Copper Financial
Office9777 Ridge Drive, Lenexa, KS 66219
FirmCopper Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$98,603
Advisors at the firm39
States licensed ?1 state
Services through Copper Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowCopper FinancialCurrent firm
- 2003 – 2014Cuso Financial Services, L.P.Previously
- 1999 – 2003Citigroup Global Markets Inc.Previously
Contact Michael
(913) 905-3600Copper Financial main office 9777 Ridge DriveLenexa, KS 66219Office · Get directions LinkedIn pageCopper Financial
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Copper Financial at (913) 905-3600 and ask for Michael Haggerty. Michael works from the Lenexa, KS office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 28 years. Top 8% by experience at Copper Financial.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Copper Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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